Civic Intelligence

Caledonia Education Foundation

990 • Fiscal year 2014 • EIN 38-3428004

Jul 01, 2013 to Jun 30, 2014 • Filed on Dec 29, 2014

Organization ProfileWWW.CALEDONIACEF.ORG
PO Box 353Caledonia, MI 49316

(616) 776-6325

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

95th percentile

65%

Higher net margin than 95% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

95th percentile

153%

Faster revenue growth than 95% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$969,624

Up $99,790 (+11%) from 2013

Net Assets

Up

$969,107

Up $103,773 (+12%) from 2013

Liabilities

Down

$517

Down $3,983 (-89%) from 2013

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin95th percentile

Revenue

Up

$186,050

Up $112,604 (+153%) from 2013

Expenses

Up

$65,814

Up $11,961 (+22%) from 2013

Net Income

Up

$120,236

Up $100,643 (+514%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0-$500KAssets 2011: $823,143Liabilities 2011: $4,600Net Assets 2011: $818,5432011Assets 2012: $799,662Liabilities 2012: $4,000Net Assets 2012: $795,6622012Assets 2013: $869,834Liabilities 2013: $4,500Net Assets 2013: $865,3342013Assets 2014: $969,624Liabilities 2014: $517Net Assets 2014: $969,1072014Assets 2015: $965,282Liabilities 2015: $165Net Assets 2015: $965,1172015Assets 2016: $971,457Liabilities 2016: $655Net Assets 2016: $970,8022016Assets 2017: $1,022,304Liabilities 2017: -$34Net Assets 2017: $1,022,3382017Assets 2018: $1,088,218Liabilities 2018: $181Net Assets 2018: $1,088,0372018Assets 2019: $1,092,664Liabilities 2019: $157Net Assets 2019: $1,092,5072019Assets 2020: $1,098,906Liabilities 2020: $0Net Assets 2020: $1,098,9062020Assets 2021: $1,357,674Liabilities 2021: $61Net Assets 2021: $1,357,6132021Assets 2022: $1,128,841Liabilities 2022: $80Net Assets 2022: $1,128,7612022Assets 2023: $1,198,813Liabilities 2023: $16,565Net Assets 2023: $1,182,2482023Assets 2024: $1,323,346Liabilities 2024: $59Net Assets 2024: $1,323,2872024Assets 2025: $1,425,797Liabilities 2025: $5,429Net Assets 2025: $1,420,3682025

Highlighted filing

2014

Assets$969,624
Liabilities$517
Net Assets$969,107
Open 2014 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $86,048Expenses 2011: $55,286Net Income 2011: $30,7622011Revenue 2012: $71,834Expenses 2012: $56,787Net Income 2012: $15,0472012Revenue 2013: $73,446Expenses 2013: $53,853Net Income 2013: $19,5932013Revenue 2014: $186,050Expenses 2014: $65,814Net Income 2014: $120,2362014Revenue 2015: $95,675Expenses 2015: $78,020Net Income 2015: $17,6552015Revenue 2016: $108,205Expenses 2016: $88,785Net Income 2016: $19,4202016Revenue 2017: $84,788Expenses 2017: $107,771Net Income 2017: -$22,9832017Revenue 2018: $96,979Expenses 2018: $86,905Net Income 2018: $10,0742018Revenue 2019: $88,273Expenses 2019: $100,166Net Income 2019: -$11,8932019Revenue 2020: $80,429Expenses 2020: $99,137Net Income 2020: -$18,7082020Revenue 2021: $155,070Expenses 2021: $138,794Net Income 2021: $16,2762021Revenue 2022: $266,054Expenses 2022: $159,587Net Income 2022: $106,4672022Revenue 2023: $156,180Expenses 2023: $122,811Net Income 2023: $33,3692023Revenue 2024: $192,835Expenses 2024: $110,535Net Income 2024: $82,3002024Revenue 2025: $208,897Expenses 2025: $139,293Net Income 2025: $69,6042025

Highlighted filing

2014

Revenue$186,050
Expenses$65,814
Net Income$120,236
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Dec 29, 2014
Return Version
2013v4.0
Gross Receipts
$186,050
Mission and Program Overview

Mission

The caledonia education foundation was incorporated on april 24, 1998. The purpose of the cef is to identify, enhance, or initiate programs which are not or would not normally be underwritten by the caledonia community school districts. The cef is financed by gifts, contributions, donations, and bequests. The cef maintains an endowment fund whereby only the investment income may be allocated to fund grant requests.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$830,930$926,598▲ $95,668
Cash and Non-Interest-Bearing Accounts$38,904$43,026▲ $4,122
Total Assets$869,834$969,624▲ $99,790
Liabilities
Grants Payable$4,500$517▼ $3,983
Total Liabilities$4,500$517▼ $3,983
Net Assets / Fund Balance
Unrestricted Net Assets$494,887$556,863▲ $61,976
Temporarily Rstr Net Assets$370,447$412,244▲ $41,797
Total Net Assets Fund Balance$865,334$969,107▲ $103,773
Total Liabilities and Net Assets / Fund Balance$869,834$969,624▲ $99,790
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Dennis HormelPresident
Denise BlunkDirector
Betty WorkmanTrustee
Ericka BorkTrustee
Jennifer HanceTrustee
Jeremiah KossenTrustee
Jodi PeekTrustee
Kelly ChaseTrustee
Mary ClabeauxTrustee
Jane McgookeySecretary
Justin VireTreasurer
John FinkbeinerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$54,360
Program Service Revenue
$0
Investment Income
$131,690
Other Revenue
$0
All Other Contributions
$54,360
Change in Net Assets
$120,236
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$40,708
Grants and Similar Amounts Paid$25,106
Total Fundraising Expense$14,405
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising--$13,795$13,795
Grants to Domestic Individuals$13,788--$13,788
Office Expenses-$13,306-$13,306
Grants to Domestic Orgs$11,318--$11,318
Fees for Service Investment Mgmnt Fees-$6,185-$6,185
Other Expenses-$4,028-$4,028
Fees for Services Accounting-$1,750-$1,750
Insurance-$1,034-$1,034
Fees for Services Other--$610$610
Total Functional Expenses$25,106$26,303$14,405$65,814
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
38-6002005---$11,318
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Board reviews financial statements and 990.”

Form 990, Page 6, Part VI, Line 12C

“Part of policies each board member agrees to.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available to the public upon request.”

Filing and Contact Details

Filer

EIN
38-3428004
Phone
6167766325

Signing Officer

Name
Dennis Hormel
Title
Officer
Phone
6167766325
Signed
2014-12-29

Organization Details

Principal Officer
Dennis Hormel
Formed
1998
Legal Domicile
Mi
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
55

Preparer

Preparer
Casey R Young CPA
Phone
6168911147
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The caledonia education foundation was incorporated on april 24, 1998. The purpose of the cef is to identify, enhance, or initiate programs which are not or would not normally be underwritten by the caledonia community school districts. The cef is financed by gifts, contributions, donations, and bequests. The cef maintains an endowment fund whereby only the investment income may be allocated to fund grant requests.”

Raw XML Appendix351 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP
IRS990ScheduleI/RecipientTable/CashGrantAmt011318
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10CALEDONIA PUBLIC SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientEIN0386002005
IRS990ScheduleI/RecipientTable/USAddress/AddressLine109753 DUNCAN LAKE AVE SE
IRS990ScheduleI/RecipientTable/USAddress/City0CALEDONIA
IRS990ScheduleI/RecipientTable/USAddress/State0MI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode049316
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CALEDONIA EDUCATION FOUNDATION WAS INCORPORATED ON APRIL 24, 1998. THE PURPOSE OF THE CEF IS TO IDENTIFY, ENHANCE, OR INITIATE PROGRAMS WHICH ARE NOT OR WOULD NOT NORMALLY BE UNDERWRITTEN BY THE CALEDONIA COMMUNITY SCHOOL DISTRICTS. THE CEF IS FINANCED BY GIFTS, CONTRIBUTIONS, DONATIONS, AND BEQUESTS. THE CEF MAINTAINS AN ENDOWMENT FUND WHEREBY ONLY THE INVESTMENT INCOME MAY BE ALLOCATED TO FUND GRANT REQUESTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD REVIEWS FINANCIAL STATEMENTS AND 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PART OF POLICIES EACH BOARD MEMBER AGREES TO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0370447
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0412244
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0869834
IRS990/TotalAssetsEOYAmt0969624
IRS990/TotalAssetsGrp/BOYAmt0869834
IRS990/TotalAssetsGrp/EOYAmt0969624
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt054360
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt014405
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt026303
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt025106
IRS990/TotalFunctionalExpensesGrp/TotalAmt065814
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04500
IRS990/TotalLiabilitiesEOYAmt0517
IRS990/TotalLiabilitiesGrp/BOYAmt04500
IRS990/TotalLiabilitiesGrp/EOYAmt0517
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0865334
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0969107
IRS990/TotalProgramServiceExpensesAmt025106
IRS990/TotalRevenueGrp/ExclusionAmt026121
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0105569
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0186050
IRS990/TotalVolunteersCnt055
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0869834
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0969624
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0494887
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0556863
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine107980 HAILEY COURT
IRS990/USAddress/City0CALEDONIA
IRS990/USAddress/State0MI
IRS990/USAddress/ZIPCode049316
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.CALEDONIACEF.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DENNIS HORMEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06167766325
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-29
ReturnHeader/Filer/BusinessName/BusinessNameLine10CALEDONIA EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CALE
ReturnHeader/Filer/EIN0383428004
ReturnHeader/Filer/PhoneNum06167766325
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 353
ReturnHeader/Filer/USAddress/City0CALEDONIA
ReturnHeader/Filer/USAddress/State0MI
ReturnHeader/Filer/USAddress/ZIPCode049316
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611441770
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10STONEHENGE CONSULTING PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102464 BYRON STATION DR SW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BYRON CENTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0493159453
ReturnHeader/PreparerPersonGrp/PhoneNum06168911147
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CASEY R YOUNG CPA
ReturnHeader/ReturnTs02015-01-16T09:54:25-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$969,624
Liabilities
$517
Net assets
$969,107
Revenue
$186,050
Expenses
$65,814
Net income
$120,236
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.43$0.01$1.42$0.21$0.14$0.07
2024Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.19$0.11$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.20$0.02$1.18$0.16$0.12$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.27$0.16$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.16$0.14$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.08$0.10$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.09$0.10$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.10$0.09$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.08$0.11$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.11$0.09$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.10$0.08$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.19$0.07$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.00$0.87$0.07$0.05$0.02
2012Summary only. Only limited summary data is available for this year.$0.80$0.00$0.80$0.07$0.06$0.02
2011Summary only. Only limited summary data is available for this year.$0.82$0.00$0.82$0.09$0.06$0.03